SFWM Straight Forward Wealth Management

11/24/2025

Just a couple of Turkey’s handing out Turkey’s😂😂😂 So thankful to be a part of the Thanksgiving Basket handout🥰 All of it was possible because of Grace Community Church
the SHARE Fund and all the AMAZING volunteers and Team members that work endlessly for this community! Thank you for all you do!!!

11/14/2025

Last night’s “Pocket Watches & Pearls” Roaring 20s Gala was incredible! 🎉🖤

Hosted at the beautiful Governor’s Inn in Rochester, the evening was filled with 1920s glam, great energy, and a community that truly showed up in style. From delicious appetizers and a fantastic DJ to the raffles, photo booth, and lively cash bar — every moment made the night unforgettable.

A huge thank you to the Strafford County Board of REALTORS® for organizing such a meaningful event to support Lydia’s House of Hope. Your generosity and enthusiasm help make a real difference.

Here’s to an amazing evening spent supporting an amazing cause. 🥂✨

11/03/2025

🎉 We’re proud to announce that our BNI Chapter — 603 BNI — was awarded Best Chapter in New Hampshire! 🎉

At Straight Forward Wealth Management, we’re honored to be part of such an incredible group of business professionals who go above and beyond to support one another. BNI is built on the idea that “Givers Gain,” and our chapter truly lives that out every week — sharing referrals, ideas, and encouragement that help local businesses thrive.

This recognition is a reflection of the strong relationships, commitment, and community spirit that make 603 BNI so special. 💼💪

We’re grateful for the opportunity to collaborate with so many driven entrepreneurs and can’t wait to see what the next year brings!

06/16/2025

Come to our BAH Wednesday 5-7pm! Lots of food, co****le, refreshments, door prizes and networking!

11/29/2024

Attention, everyone! ⏰ December 31st marks the last day to make your contributions and distributions for the year! Don’t miss out on maximizing your investments or taking advantage of tax benefits. Whether you’re boosting your retirement savings or funding your goals, now is the time to act! Let's make sure you finish strong! https://www.sfwmllc.com 💪📆

11/28/2024

Grateful for the moments that warm our hearts and the people who fill our lives with joy. Wishing everyone a happy and peaceful Thanksgiving! 🍂🦃🧡

11/27/2024

📊 Curious about how the 2025 tax brackets might affect you? Our latest blog dives into the newly updated brackets and helps you determine where you fall. Gear up for tax season with expert insights! Contact SFWM for personalized tax planning strategies! https://www.sfwmllc.com 💼💰

The brackets that determine how much Americans pay in taxes each year are moving up by their smallest amount in a few years. It will take more income to reach each higher tax bracket after the roughly 2.8% inflation adjustment for 2025. The annual adjustments are based on formulas tied to inflation....

11/26/2024

Have you experienced any life-changing events this year? At Straight Forward Wealth Management, we understand that change can be challenging, but it also opens doors to new possibilities. Let us be your trusted partner in navigating these transitions and creating a tailored financial plan that aligns with your goals. Together, we’ll turn challenges into opportunities! https://www.sfwmllc.com 💪✨

11/20/2024

🏥 Big changes are coming to Medicare in 2025! Check out our latest blog to learn about the 9 major updates that could impact your healthcare choices. Stay informed and ensure you're ready—reach out to SFWM for expert advice on navigating these shifts! https://www.sfwmllc.com 📅✨

In 2025, Medicare will undergo some of the most significant changes in a generation. Changes to Medicare will include a $2,000 limit on out-of-pocket Part D drug costs, an opt-in payment plan, and some potential broad changes in Medicare Advantage plans. Most result from the Inflation Reduction Act.

11/19/2024

Financial advisors play a vital role in helping investors navigate through the complex world of investing. They can help you identify the best type of investments for your portfolio and help you manage your risk exposure. Let us help you! https://www.sfwmllc.com

11/18/2024

Exciting news for savers! 🚀 This year, the contribution limit for your 401(k) has increased, giving you even more opportunity to grow your retirement nest egg. Take advantage of this boost! Every dollar counts when planning for your future. Need help maximizing your contributions? Let’s chat about how you can make the most of this new limit and secure your financial future! https://www.sfwmllc.com 💰📈

11/15/2024

Life is full of changes, and so should your financial plan! 🌟 Whether it’s a new job, a growing family, or reaching milestones, adjusting your strategy is key to staying on track for your goals. Don’t let life’s twists and turns derail your financial future—let’s revisit and refine your plan together! Ready to adapt and thrive? https://www.sfwmllc.com 🔄💼